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Wealth Advisory Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealth Advisory Solutions’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Sell
8,043
-1,091
-12% -$48K 0.07% 112
2026
Q1 		$373K Sell
9,134
-577
-6% -$24.2K 0.08% 103
2025
Q4 		$392K Sell
9,711
-272
-3% -$11.2K 0.09% 102
2025
Q3 		$421K Buy
9,983
+609
+6% +$25.5K 0.1% 101
2025
Q2 		$388K Buy
9,374
+136
+1% +$5.58K 0.1% 101
2025
Q1 		$387K Sell
9,238
-135
-1% -$5.62K 0.1% 100
2024
Q4 		$381K Sell
9,373
-391
-4% -$16.9K 0.11% 91
2024
Q3 		$436K Sell
9,764
-743
-7% -$31.3K 0.12% 90
2024
Q2 		$404K Buy
10,507
+738
+8% +$27.8K 0.11% 89
2024
Q1 		$386K Sell
9,769
-2,363
-19% -$91.9K 0.1% 93
2023
Q4 		$486K Sell
12,132
-11,923
-50% -$428K 0.17% 56
2023
Q3 		$892K Buy
24,055
+12,628
+111% +$467K 0.17% 75
2023
Q2 		$431K Buy
11,427
+362
+3% +$13.4K 0.11% 82
2023
Q1 		$414K Sell
11,065
-915
-8% -$35.1K 0.11% 90
2022
Q4 		$442K Sell
11,980
-1,471
-11% -$54.3K 0.12% 99
2022
Q3 		$484K Sell
13,451
-371
-3% -$15.5K 0.13% 97
2022
Q2 		$565K Sell
13,822
-1,822
-12% -$81.3K 0.14% 94
2022
Q1 		$756K Buy
+15,644
New +$733K 0.16% 92
2021
Q3 		$685K Sell
15,417
-25,041
-62% -$1.16M 0.15% 99
2021
Q2 		$1.79M Buy
40,458
+1,719
+4% +$73.7K 0.43% 66
2021
Q1 		$2M Buy
38,739
+2,400
+7% +$90.3K 0.42% 74
2020
Q4 		$1.33M Sell
36,339
-1,165
-3% -$42.3K 0.36% 62
2020
Q3 		$1.32M Sell
37,504
-6,969
-16% -$248K 0.35% 70
2020
Q2 		$1.55M Sell
44,473
-7,973
-15% -$269K 0.43% 68
2020
Q1 		$1.63M Buy
52,446
+11,396
+28% +$426K 0.55% 58
2019
Q4 		$1.59M Buy
+41,050
New +$1.59M 0.42% 67

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Advisory Solutions's XLRE Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, selling an estimated $48K and leaving 8,043 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #112.

Wealth Advisory Solutions first reported a position in XLRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2M in Q1 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Wealth Advisory Solutions held 8,043 shares of State Street Real Estate Select Sector SPDR ETF worth $354K as of Q2 2026.
  • Wealth Advisory Solutions sold 1,091 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $48K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of Wealth Advisory Solutions's portfolio in Q2 2026, its #112 holding.
  • Wealth Advisory Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $2M in Q1 2021.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.